Core Viewpoint - New Special Energy (01799) saw a significant increase in stock price, rising over 5% in the afternoon trading session, with a current price of 7.36 HKD and a trading volume of 8.79 million HKD, following the establishment of a new polysilicon capacity consolidation acquisition platform [1] Group 1: Company Developments - The newly formed company is named Beijing Guanghe Qiancheng Technology Co., Ltd., which has been in the works for some time within the industry [1] - The company has a registered capital of 3 billion CNY, with major shareholders including Tongwei, GCL, Dongfang Hope, Daqo Energy, and New Special Energy [1] - Future plans for Guanghe Qiancheng include a capital increase, which will lead to changes in the shareholding proportions among existing shareholders, and the shareholding structure will allow for internal free transfer among shareholders [1] Group 2: Industry Insights - The industry is planning to limit the retained silicon material capacity to no more than 1.5 million tons [1]
新特能源午后涨超5% 硅料整合收购平台落地 据报产能规划保留不超过150万吨